Nintex Ideas

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Ability to move opened document images when in Procedure View

Hi - small enhancement if feasible. From the persona of the Promaster, or reader of a process in Procedure view, it would be great to have ability to move around an image you have opened up in an Activity so that you can see the image and the task...
Srinee over 5 years ago in Nintex Process Manager (formerly Promapp) / Documents 7 Open for voting

Associated documents transfer with processes

When transferring one process to another process group, the associated documents can automatically transfer to the process group simultaneously. After transferring the process, the individual associated document has to be moved one by one which is...
Cassie Gao almost 2 years ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Make attachment types visible in the document library

Even if staff search our document library to check whether a link has already been created, they are unable to see the attachment type (ie form, guide, information, training, policy), so when they then go to attach the existing link to their proce...
Noala Degasperis over 5 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting

Ability to view documents in-software rather than downloading

It would be beneficial to process participants if they could view documents that have been uploaded to Process Manager within the software in a 'view-mode' (e.g. opening in a new tab or a pop-up window). If a document is hosted on Process Manager,...
Abbie Richards over 2 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting

Ability to Archive a document via the "My Reviews" page

On the My Reviews, page there is no option to delete a document. This means if a user is reviewing a document and found it to be obsolete, and needs to archive it they need to:1. Navigate to another screen to search for the document, 2. Navigate t...
Catherine Chan over 2 years ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Enable "Reference Number" in document properties to be a separate metadata parameter

There is currently an option to enable "Reference Number" as an additional metadata field under Document Properties - our organisation has been using this field to assign each document a unique identifier to prevent duplicates and improve document...
Catherine Chan 3 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Moved documents remain in original folder/s - have to be manually moved

Documents attached to processes that are moved to another group should not remain in the original group or provide an option to select 'remove from this group'. With organisational restructures, processes can be moved and the extra work required t...
Guest almost 5 years ago in Nintex Process Manager (formerly Promapp) / Documents 3 Open for voting

Attachment drop down option for EDM files

Currently, when staff need to link an EDM file/container to a Promapp, we have a workaround. Can we please look to add a dropdown that says EDMS file? This will make it simple for staff to attach files/containers.
Guest about 1 year ago in Nintex Process Manager (formerly Promapp) / Documents 3 Open for voting

Document process group selection needs to be clear

Since the recent update to Process Manager a number of issues have arisen. One of these is an issue that occurs when attempting to select the process group that a document sits within. When you attempt to select a process group it appears to just ...
Emily Cumberland 9 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Simple Document Ownership Management Independant of Process Group

Currently document ownership is bound to the group in which a document resides within Process Manager. It would be much better if document ownership / review could be manually assigned at document creation and bound to the document itself (similar...
Sam 11 months ago in Nintex Process Manager (formerly Promapp) / Documents 2 Open for voting